Core Insights - Hyatt Hotels reported a quarterly loss of $0.3 per share, significantly missing the Zacks Consensus Estimate of $0.49, and down from earnings of $0.94 per share a year ago, representing an earnings surprise of -161.22% [1] - The company posted revenues of $1.79 billion for the quarter ended September 2025, which was 2.54% below the Zacks Consensus Estimate, but an increase from $1.63 billion year-over-year [2] - Hyatt Hotels shares have declined approximately 12.1% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] Financial Performance - Over the last four quarters, Hyatt has surpassed consensus EPS estimates two times and topped consensus revenue estimates twice [2] - The current consensus EPS estimate for the upcoming quarter is $0.63 on revenues of $1.76 billion, and for the current fiscal year, it is $2.15 on revenues of $7.12 billion [7] Market Outlook - The sustainability of Hyatt's stock price movement will largely depend on management's commentary during the earnings call [3] - The Zacks Rank for Hyatt Hotels is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] - The Hotels and Motels industry is currently ranked in the bottom 22% of over 250 Zacks industries, suggesting potential challenges ahead [8]

分组1 - Choice Hotels reported quarterly earnings of $2.1 per share, missing the Zacks Consensus Estimate of $2.18 per share, and down from $2.23 per share a year ago, representing an earnings surprise of -3.67% [1] - The company posted revenues of $447.34 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.20%, compared to year-ago revenues of $427.96 million [2] - Over the last four quarters, Choice Hotels has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] 分组2 - Choice Hotels shares have lost about 35.6% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The current consensus EPS estimate for the coming quarter is $1.57 on revenues of $370.44 million, and for the current fiscal year, it is $7.00 on revenues of $1.55 billion [7] - The Zacks Industry Rank for Hotels and Motels is currently in the bottom 21% of over 250 Zacks industries, indicating potential underperformance compared to the top 50% of ranked industries [8]

Marriott International (MAR) came out with quarterly earnings of $2.47 per share, beating the Zacks Consensus Estimate of $2.41 per share. This compares to earnings of $2.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.49%. A quarter ago, it was expected that this hotel company would post earnings of $2.64 per share when it actually produced earnings of $2.65, delivering a surprise of +0.38%.Over the last four quarters, ...

分组1 - Civeo reported a quarterly loss of $0.04 per share, missing the Zacks Consensus Estimate of $0.20, representing an earnings surprise of -120.00% [1] - The company posted revenues of $170.49 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 2.43% and down from $176.34 million a year ago [2] - Civeo has not surpassed consensus revenue estimates over the last four quarters, and has only beaten EPS estimates once during the same period [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - Civeo shares have increased by about 0.2% since the beginning of the year, underperforming compared to the S&P 500's gain of 16% [3] - The current consensus EPS estimate for the coming quarter is -$0.07 on revenues of $164.77 million, and -$0.71 on revenues of $646.25 million for the current fiscal year [7] 分组3 - The Hotels and Motels industry, to which Civeo belongs, is currently ranked in the bottom 28% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact investor decisions [5] - The current Zacks Rank for Civeo is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Hyatt Hotels despite higher revenues, with the actual results being crucial for stock price movement [1][2]. Earnings Expectations - Hyatt Hotels is expected to report quarterly earnings of $0.49 per share, reflecting a year-over-year decrease of 47.9% [3]. - Revenue projections stand at $1.83 billion, indicating a 12.5% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 16.03% over the last 30 days, indicating a bearish sentiment among analysts [4]. - The Most Accurate Estimate for Hyatt Hotels is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -18.92% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from consensus estimates, with a strong predictive power for positive readings [9][10]. - Hyatt Hotels currently holds a Zacks Rank of 4, complicating predictions for an earnings beat [12]. Historical Performance - In the last reported quarter, Hyatt Hotels exceeded expectations with earnings of $0.68 per share against an estimate of $0.66, achieving a surprise of +3.03% [13]. - Over the past four quarters, the company has surpassed consensus EPS estimates three times [14]. Industry Comparison - Choice Hotels, another player in the Zacks Hotels and Motels industry, is expected to report earnings of $2.19 per share, reflecting a year-over-year decline of 1.8% [18]. - Choice Hotels has a higher Most Accurate Estimate leading to a positive Earnings ESP of +0.31%, combined with a Zacks Rank of 3, indicating a likelihood of beating consensus EPS estimates [19][20].

分组1 - Hilton Grand Vacations (HGV) reported quarterly earnings of $0.6 per share, missing the Zacks Consensus Estimate of $1.01 per share, and down from $0.67 per share a year ago, representing an earnings surprise of -40.59% [1][2] - The company posted revenues of $1.3 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 4.23%, and compared to year-ago revenues of $1.31 billion [2] - Over the last four quarters, Hilton Grand Vacations has not surpassed consensus EPS or revenue estimates [2][6] 分组2 - The stock has added about 13.4% since the beginning of the year, underperforming the S&P 500's gain of 17.2% [3] - The current consensus EPS estimate for the coming quarter is $1.16 on $1.39 billion in revenues, and for the current fiscal year, it is $2.69 on $5.25 billion in revenues [7] - The Zacks Industry Rank for Hotels and Motels is currently in the bottom 25% of over 250 Zacks industries, indicating a challenging outlook for the industry [8]

Core Viewpoint - Investors should closely monitor Choice Hotels International, Inc. (CHH) stock due to significant implied volatility in the options market, particularly for the Dec. 19, 2025 $140 Call option [1] Group 1: Implied Volatility - Implied volatility indicates the market's expectation of future stock movement, with high levels suggesting anticipation of a significant price change or an upcoming event that could trigger a rally or sell-off [2] - The current high implied volatility for Choice Hotels International options may signal a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay [4] Group 2: Analyst Sentiment - Choice Hotels International holds a Zacks Rank of 3 (Hold) within the Hotels and Motels industry, which is positioned in the bottom 25% of the Zacks Industry Rank [3] - Over the past 60 days, there has been a mixed revision in earnings estimates, with one analyst increasing the estimate for the current quarter while three have decreased theirs, resulting in a slight decline in the Zacks Consensus Estimate from $2.21 to $2.19 per share [3]

Core Viewpoint - Wyndham Hotels reported quarterly earnings of $1.46 per share, exceeding the Zacks Consensus Estimate of $1.42 per share, and showing an increase from $1.39 per share a year ago, representing an earnings surprise of +2.82% [1] Financial Performance - The company posted revenues of $382 million for the quarter ended September 2025, which missed the Zacks Consensus Estimate by 5%, and decreased from $396 million year-over-year [2] - Over the last four quarters, Wyndham has surpassed consensus EPS estimates four times but has only topped consensus revenue estimates once [2] Stock Performance and Outlook - Wyndham shares have declined approximately 19.5% since the beginning of the year, contrasting with the S&P 500's gain of 14.5% [3] - The current consensus EPS estimate for the upcoming quarter is $1.10 on revenues of $348.9 million, and for the current fiscal year, it is $4.69 on revenues of $1.46 billion [7] Industry Context - The Hotels and Motels industry, to which Wyndham belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Wyndham's stock performance [5]

Core Insights - Hilton Worldwide Holdings Inc. reported quarterly earnings of $2.11 per share, exceeding the Zacks Consensus Estimate of $2.03 per share, and showing an increase from $1.92 per share a year ago, resulting in an earnings surprise of +3.94% [1] - The company generated revenues of $3.12 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.46%, and up from $2.87 billion year-over-year [2] - Hilton Worldwide has outperformed consensus EPS estimates in all four of the last quarters and has topped revenue estimates three times in the same period [2] Earnings Outlook - The future performance of Hilton Worldwide's stock will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current consensus EPS estimate for the upcoming quarter is $2.01 on revenues of $3.04 billion, while for the current fiscal year, the estimate is $7.93 on revenues of $11.9 billion [7] Industry Context - The Hotels and Motels industry, to which Hilton belongs, is currently ranked in the bottom 35% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Hilton's stock performance [5][6] Competitor Insights - Marriott International, a competitor in the same industry, is expected to report quarterly earnings of $2.38 per share, reflecting a year-over-year increase of +5.3%, with revenues anticipated to be $6.47 billion, up 3.5% from the previous year [9][10]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1][2]. Company Overview: Soho House & Co (SHCO) - SHCO currently holds a Momentum Style Score of A and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance in the market [3][4]. - The company operates members-only luxury hotels and clubs under the Soho House brand, positioning it as a promising momentum pick [4]. Price Performance - Over the past week, SHCO shares increased by 0.23%, while the Zacks Hotels and Motels industry declined by 1.01% [6]. - In a longer timeframe, SHCO's shares have risen by 28.63% over the past quarter and 64.8% over the last year, significantly outperforming the S&P 500, which increased by 9.68% and 20% respectively [7]. Trading Volume - SHCO's average 20-day trading volume is 2,437,823 shares, indicating a bullish sign as rising stocks with above-average volume are generally viewed positively [8]. Earnings Outlook - In the past two months, one earnings estimate for SHCO has increased, while none have decreased, raising the consensus estimate from -$0.10 to $0.17 [10]. - For the next fiscal year, one estimate has moved upwards with no downward revisions, suggesting a positive earnings outlook [10]. Conclusion - Given the strong performance metrics and positive earnings revisions, SHCO is positioned as a strong buy with a Momentum Score of A, making it a noteworthy investment opportunity [12].